SS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M
Fee Structure
This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.
Areas of Practice
Investment Management
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Advisor Information
Office location
Stow, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the president and in sales at S.J. Slomberg Inc. d/b/a Equity Financial Services, where he sells life, health, and fixed annuities, dedicating nearly full-time hours to this. Steven also manages his real estate holdings, spending minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Familywealth
January 2018 - Present · 8 yrs
Previous Registrations
Advisersource.com
September 2017 - December 2017 · 3 mos
Variable Investment Advisors, INC.Broker
March 2016 - December 2017 · 1 yr 9 mos
Richfield Orion International, INC.Broker
November 2010 - March 2016 · 5 yrs 4 mos
Sammons Securities Company, LLCBroker
February 2002 - November 2010 · 8 yrs 9 mos
Walnut Street Securities, INC.Broker
September 1998 - February 2002 · 3 yrs 5 mos
Walnut Street Securities, INC.Broker
June 1998 - July 1998 · 1 mo
Wma Securities, INC.Broker
February 1998 - June 1998 · 4 mos
Guardian Investor Services CorporationBroker
January 1994 - December 1996 · 2 yrs 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.